already stretched barge services now threatened by falling river levels

Already stretched barge services now threatened by falling river levels

Rhine barge. Photo: © VanderWolfImages Dreamstime.com. 26/05/2026 Hobbled by an influx of ultra-large container vessels (ULCVs) arriving at ports, Europe’s inland waterways are now contending with increasing temperatures provoking decreasing water levels, extending delays for those wishing to use barges. The current level on the Rhine’s Kaub gauge is 110cm, with forecasts for water levels

Already stretched barge services now threatened by falling river levels Read More »

ai infrastructure boom reshaping freight flows and driving modal shift

AI infrastructure boom reshaping freight flows and driving modal shift

26/05/2026 DHL, Expeditors, and Matson are all pointing to the same thing: AI infrastructure rapidly becoming one of the logistics industry’s most important new cargo verticals, reshaping freight flows across multiple regions – and modes.  What began as a surge in semiconductor and GPU shipments is now reshaping freight networks more broadly, driving demand for

AI infrastructure boom reshaping freight flows and driving modal shift Read More »

cma cgm: q1 revenue/profit down and market share squeezed

CMA CGM: Q1 revenue/profit down and market share squeezed

Photo: Dreamstime.com 26/05/2026 French container shipping line CMA CGM was the latest carrier to report reduced first-quarter profits today, on the back of weak freight rates and a loss of market share. Defining its results as “resilient”, CMA CGM reported first-quarter volumes of 5.93m teu, a 1.5% year-on-year increase on the 5.85m teu it handled

CMA CGM: Q1 revenue/profit down and market share squeezed Read More »

ceva logistics slumps to ’22 margins – m&a talk resumes (no surprise)

Ceva Logistics slumps to ’22 margins – M&A talk resumes (no surprise)

ID 33192614 © Stbernardstudio | Dreamstime.com 26/05/2026 The first-quarter (Q1 26) results of France’s CMA CGM Group, released on Friday 22 May ahead of our bank holiday, were particularly uninspiring with regard to the Ebitda margin tied to its 3PL arm, Ceva Logistics. And, unsurprisingly, that disclosure comes just as Ceva-related M&A rumours in logistics

Ceva Logistics slumps to ’22 margins – M&A talk resumes (no surprise) Read More »

restructuring risk: emotions (and threats) run high at wisetech

Restructuring risk: Emotions (and threats) run high at WiseTech

26/05/2026 A bit of straightforward reporting is mandatory today as the depressing ’stock story’ of WiseTech (WTC) is overshadowed by other events in recent days and weeks. Rewind: it was earlier this month when management attended a Macquarie event in Sydney. With hindsight, adding fuel to the fire after months of pain and uncertainty for WTC

Restructuring risk: Emotions (and threats) run high at WiseTech Read More »